In our Life's Questions series, we ask the questions women face when it comes to life, business, family, and investing.
We start with questions and a discussion that helps us focus on what's really important to you. Then, we can help you organize your financial life into three key areas.
- Liquidity—to help maintain your lifestyle
- Longevity—to help improve your lifestyle
- Legacy—to help improve the lives of others
This UBS approach to wealth management can help you clearly understand where your money is—and why. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing.
Adding this structure to your financial life can give you a greater sense of purpose. And the plan we create together, can help you pursue what matters most—for today, tomorrow and for generations to come.
“We create value for you and your family by providing leadership, relationship, and creativity to eliminate your biggest dangers, capture your greatest opportunities, and maximize your largest strengths.”
— Ahmie Baum
Our second opinion service
In this challenging economy, you probably know a friend, family member or colleague who may be in complex financial situations or are just unhappy with the advice they are receiving from their financial advisor(s)—it’s not uncommon. We have found that a majority of high net worth investors would value a second opinion on their finances.
Defined wealth management process
What is your definition of Wealth Management?
In the midst of an increasingly complex financial environment, we are redefining Wealth Management. While Investment management is important it is only a part of our definition of a collaborative and comprehensive wealth management experience. An experience that will help you make more informed decisions about your money.
Our collaborative and comprehensive definition of wealth management is built on three distinct, yet fully integrated, pillars:
- With personalized investment consulting, we provide clear direction around asset allocation, portfolio management, risk assessment and performance analysis.
- Our advanced planning discipline helps to coordinate all the other aspects of your financial life, including tax minimization, cash flow, retirement planning, exit planning, asset protection wealth transfer and charitable giving.
- With the goal of building a long-lasting collaboration rooted in relationship management, our practice coordinates all your professional advisors into one collaborative and comprehensive perspective focused solely on you and your family.
Family Businesses and Entrepreneurs
After 37 years of working with business owners we understand that your life is more complex than the average person and therefore have created a division that is specifically geared towards helping you think through and execute on your most pressing issues. Please visit our Business Transition Group website for more information.
The ability to retain existing clients and attract new ones is the backbone of any successful practice. The world has become more complex and challenging. Your clients are looking for a collaborative and comprehensive process that will help them create a personalized roadmap for the wealth that they have created.
We have a clearly defined process for you to expand your value proposition beyond your specialty that can complement what you offer. We want this page to be a resource for you, the professional advisor, so come back often!
The process of getting there and staying there are not the same thing. All your working life, you have likely taken prudent steps to ensure you have the wealth to live happily ever after. Your focus may have been to spend less then you make, invest for the long-run and take prudent risks. You likely have done that. You are there or can see the end of the winding, working road.
We help you with questions you may have, for example what are some common fears around transition planning that could be eliminated. What are some of the opportunities others have captured during and after transition planning? What strengths do people often rely on during the transition planning process? Learn more here about our Transition Planning.